Client Service Administrator

Join Thrivent as a Client Service Administrator in Crownsville, Maryland, and play a pivotal role in delivering exceptional member experiences for Metro DC Associates. This part-time position offers a unique opportunity to support financial advisors in a dynamic, faith-driven organization committed to helping people achieve financial clarity and live generously.

Why Join Thrivent

Make a Meaningful Impact with Purpose-Driven Work

Thrivent is more than a financial services organization; we're a not-for-profit, holistic financial solutions provider rooted in Christian values. For over 120 years, we've empowered individuals and communities to thrive financially and spiritually. As a Client Service Administrator at our Metro DC Associates practice in Crownsville, Maryland, you'll contribute to an uplifting environment where your friendly, upbeat demeanor directly enhances member satisfaction and loyalty.

Growth Opportunities and Professional Development

This role features an immediate growth track, including licensure in securities, life, and health insurance. Advance your career while gaining hands-on experience in the financial services industry. Thrivent invests in your success through comprehensive training, mentorship from experienced financial advisors, and access to cutting-edge tools and systems.

Work-Life Balance in a Collaborative Culture

Enjoy a part-time schedule (9/10 a.m. to 2 p.m., weekdays, in-office) in the beautiful Crownsville area, near Annapolis. Our collaborative team fosters teamwork, innovation, and a positive atmosphere. Benefit from a supportive network of professionals dedicated to excellence, integrity, and community impact.

Competitive Compensation and Comprehensive Benefits

Earn a competitive salary while enjoying Thrivent's robust benefits package tailored for part-time associates, including health insurance options, retirement savings, paid time off, and professional development stipends. Join a top employer in Maryland's financial sector and build a rewarding career with Thrivent.

Role Description

The Client Service Administrator provides essential administrative support to Metro DC Associates, ensuring seamless daily operations and superior member experiences. Reporting directly to practice leadership, this in-office, part-time role (approximately 25-30 hours per week) involves managing communications, client scheduling, and operational tasks using Thrivent's proprietary systems. Ideal for detail-oriented professionals passionate about client service in financial planning.

Detailed Responsibilities

• Handle incoming telephone calls to Metro DC Associates, responding promptly to member inquiries and requests for information with professionalism and empathy.
• Perform routine administrative duties, including maintaining office supplies inventory, processing incoming and outgoing postal mail, and managing practice email distribution.
• Prepare and coordinate routine correspondence, reports, and special projects to support financial advisors' initiatives.
• Drive client-facing activities by scheduling meetings with clients and members on behalf of the practice's Financial Advisors.
• Update and maintain the contact management system with accurate client/member contact details, preferences, and interaction history.
• Assist Financial Advisors in preparing for and following up on client/member meetings, ensuring all materials are ready and notes are documented.
• Provide back-up support for unlicensed tasks, collaborating with team members to maintain workflow efficiency.
• Participate actively in the business planning process, contributing insights on operational improvements and member service enhancements.
• Complete miscellaneous tasks as assigned, demonstrating flexibility and a proactive approach to practice needs.
• Utilize Thrivent Financial computer systems and programs to support client relations, data entry, and reporting functions.

Required Skills

Thrive in this role with these essential competencies:

• Planning/Organizing: Prioritize tasks effectively in a fast-paced environment.
• Customer Focus: Deliver friendly, upbeat service to enhance member experiences.
• Communication: Excel in verbal and written interactions with clarity and professionalism.
• Interpersonal Skills: Build rapport with diverse clients and team members.
• Teamwork and Collaboration: Support colleagues seamlessly in a team-oriented setting.
• Adaptability/Flexibility: Handle frequent interruptions while maintaining high-quality output.

Education & Experience

• High school diploma or equivalent required; associate's or bachelor's degree in business administration, finance, or related field preferred.
• Previous administrative, secretarial, or client service experience in financial services desired (1-2 years ideal).
• Strong technical aptitude with Microsoft Office Suite (Word, Excel, PowerPoint) and quick learner for CRM and financial software.
• Ability to maintain confidentiality of sensitive client information in compliance with industry regulations.
• Basic understanding of financial products, services, and Thrivent's mission; willingness to pursue relevant licenses.

Compensation Overview

This part-time position offers competitive pay reflecting Crownsville, Maryland market rates for skilled administrative roles in finance. Base salary ranges from $28 to $35 per hour, prorated for 25-30 hours weekly, equating to approximately $36,000 - $54,600 annually based on full-time equivalent. Includes performance incentives and clear path to full-time with licensure advancement.

Benefits

Thrivent provides a comprehensive benefits package even for part-time roles:

• Health, dental, and vision insurance eligibility.
• 401(k) retirement savings with employer match.
• Paid time off and holiday pay.
• Professional development and licensure reimbursement.
• Employee assistance program and wellness resources.
• Volunteering opportunities aligned with Thrivent's community focus.

Thrivent is an equal opportunity employer. Apply today to elevate your career in financial services at Thrivent's Metro DC Associates in Crownsville, MD!